Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,626
New
Increased
Reduced
Closed

Top Buys

1 +$2.03B
2 +$1.82B
3 +$1.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43B
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$1.11B

Top Sells

1 +$2.79B
2 +$2.49B
3 +$1.46B
4
NVDA icon
NVIDIA
NVDA
+$1.28B
5
AAPL icon
Apple
AAPL
+$1.05B

Sector Composition

1 Technology 16.59%
2 Financials 8.82%
3 Consumer Discretionary 5.92%
4 Industrials 5.86%
5 Healthcare 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AIQ icon
576
Global X Artificial Intelligence & Technology ETF
AIQ
$6.94B
$286M 0.02%
6,542,946
+81,067
UBS icon
577
UBS Group
UBS
$119B
$285M 0.02%
8,429,237
-358,077
SNA icon
578
Snap-on
SNA
$17.7B
$285M 0.02%
914,946
-40,380
CIEN icon
579
Ciena
CIEN
$28.3B
$284M 0.02%
3,495,795
+329,821
SEIC icon
580
SEI Investments
SEIC
$9.9B
$284M 0.02%
3,160,636
+133,057
GIS icon
581
General Mills
GIS
$25.2B
$282M 0.02%
5,446,371
-1,516,186
AME icon
582
Ametek
AME
$45.2B
$282M 0.02%
1,559,262
-11,754
PPG icon
583
PPG Industries
PPG
$22.4B
$282M 0.02%
2,476,889
-45,909
GCOW icon
584
Pacer Global Cash Cows Dividend ETF
GCOW
$2.6B
$281M 0.02%
7,399,953
+398,111
TOST icon
585
Toast
TOST
$19.7B
$280M 0.02%
6,327,029
-1,695,239
RELX icon
586
RELX
RELX
$73.1B
$280M 0.02%
5,149,029
-798,417
FWONK icon
587
Liberty Media Series C
FWONK
$23.9B
$279M 0.02%
2,665,969
+98,354
INDA icon
588
iShares MSCI India ETF
INDA
$9.61B
$278M 0.02%
4,993,929
-20,093
FNDF icon
589
Schwab Fundamental International Large Company Index ETF
FNDF
$18.8B
$278M 0.02%
6,935,287
+457,421
HST icon
590
Host Hotels & Resorts
HST
$12.2B
$276M 0.02%
17,959,458
-366,911
MTUM icon
591
iShares MSCI USA Momentum Factor ETF
MTUM
$20.1B
$275M 0.02%
1,144,119
+83,739
DVN icon
592
Devon Energy
DVN
$22.8B
$275M 0.02%
8,642,125
+1,144,503
BLD icon
593
TopBuild
BLD
$12.8B
$274M 0.02%
847,436
+109,572
PKG icon
594
Packaging Corp of America
PKG
$18.3B
$273M 0.02%
1,449,494
+89,739
VAW icon
595
Vanguard Materials ETF
VAW
$2.77B
$273M 0.02%
1,400,782
-31,899
AVB icon
596
AvalonBay Communities
AVB
$25.8B
$272M 0.02%
1,338,552
+582,724
IGIB icon
597
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.1B
$272M 0.02%
5,101,806
-174,266
ALC icon
598
Alcon
ALC
$38.9B
$272M 0.02%
3,078,046
-819,502
SPMO icon
599
Invesco S&P 500 Momentum ETF
SPMO
$12.8B
$271M 0.02%
2,411,349
+562,290
COOP
600
DELISTED
Mr. Cooper
COOP
$271M 0.02%
1,814,262
+137,692